Protection planning

Always hope for the best, make sure you plan for the worst

There’s no point worrying about what might happen in the future. But it’s important that we stop to think about it just long enough to make plans that will protect us and our loved ones.

Peace of mind for the future

What would happen if tomorrow you were diagnosed with a critical illness that stopped you from working for several weeks or even months? How would your family cope if you passed away?

Nothing can lessen the impact of such events. But sound protection planning can stop financial worries adding to it. That’s why it’s so important to ensure that you have the income protection, critical illness and life insurance cover you need in place.

This is particularly important if you’re a parent of a child with a disability or special needs, something we have both personal and professional experience of dealing with.

The first time we met Rhiannon we knew that we would get on. We feel totally at ease discussing our finances with her and trust her implicitly with them.
— Sally, Bristol

Protection planning services we can provide

Life insurance

Critical illness cover

Income protection

Risk reality calculator

Use our online tool to find out how at risk you are to suffer from critical illness, not be able to work for a period of time, or even die before retirement age.

Financial advice for parents of children with disabilities

As the mother of a child with autism, Rhiannon has made the financial protection of children with disabilities a specialism. As well as providing one-to-one advice, she also runs a number of webinars and other events to provide parents with the advice they need.

Did you know that you can have your life insurance written in trust, to provide even greater protection for your family’s future finances?

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Cover yourself and your family today

Whether you know what you need and you’re ready to go, or you’re still unsure about the best protection planning options, contact us today. If we aren’t able to help you ourselves, we’ll certainly be able to point you in the right direction.